Jack Harmon, financial advisor Atlanta GA

Jack Harmon

CRD Number: 237271
Current Firm: Harmon Financial Advisors

Jack Harmon (CRD# 237271) is an Investment Advisor Representative working at Harmon Financial Advisors in Atlanta, GA and has over 42 years of experience in the finance industry. Jack Harmon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Atlanta, GA Jan 2009 - Current 13
Harmon Financial Advisor Atlanta, GA Dec 1996 - Current 25
Raymond James Financial Services, Inc. Atlanta, GA Apr 1975 - Current 47
Forum Mangaement Group Inc. Atlanta, GA Dec 1974 - Current 47
Real Estate Johns Creek, GA Aug 2012 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1980
S65 NASAA Investment Advisors Law Examination May 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jack C. Harmon
Phone Number: 770-394-5225
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

GA

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